Betterment LLC
REET icon

Betterment LLC’s iShares Global REIT ETF REET Stock Holding History

Betterment LLC’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$546K Buy
19,759
+924
+5% +$25.1K ﹤0.01% 461
2026
Q1 		$474K Buy
18,835
+802
+4% +$20.8K ﹤0.01% 448
2025
Q4 		$450K Buy
18,033
+1,160
+7% +$29.3K ﹤0.01% 429
2025
Q3 		$431K Buy
16,873
+967
+6% +$24.3K ﹤0.01% 411
2025
Q2 		$393K Buy
15,906
+4,871
+44% +$118K ﹤0.01% 400
2025
Q1 		$268K Buy
11,035
+552
+5% +$13.4K ﹤0.01% 414
2024
Q4 		$251K Buy
10,483
+1,763
+20% +$45K ﹤0.01% 409
2024
Q3 		$233K Buy
+8,720
New +$221K ﹤0.01% 407
2024
Q1 		– Sell
-9,600
Closed -$232K – 361
2023
Q4 		$232K Sell
9,600
-3,015
-24% -$65.9K ﹤0.01% 304
2023
Q3 		$267K Buy
12,615
+3,467
+38% +$79.4K ﹤0.01% 270
2023
Q2 		$210K Buy
+9,148
New +$208K ﹤0.01% 277
2022
Q4 		– Sell
-8,342
Closed -$202K – 257
2022
Q3 		$202K Hold
8,342
– – ﹤0.01% 222
2022
Q2 		$202K Sell
8,342
-5,136
-38% -$137K ﹤0.01% 222
2022
Q1 		$394K Buy
13,478
+1,152
+9% +$32.9K ﹤0.01% 188
2021
Q4 		$377K Buy
12,326
+2,032
+20% +$59.4K ﹤0.01% 174
2021
Q3 		$282K Sell
10,294
-385
-4% -$11K ﹤0.01% 176
2021
Q2 		$296K Sell
10,679
-339
-3% -$9.26K ﹤0.01% 153
2021
Q1 		$281K Buy
+11,018
New +$272K ﹤0.01% 128

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Betterment LLC's REET Position: Q2 2026 in Review

Betterment LLC increased its iShares Global REIT ETF (REET) stake by 4.9% in Q2 2026, buying an estimated $25.1K and bringing the position to 19,759 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Betterment LLC first reported a position in REET in Q1 2021 and has held it in 18 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Betterment LLC held 19,759 shares of iShares Global REIT ETF worth $546K as of Q2 2026.
  • Betterment LLC bought 924 iShares Global REIT ETF shares in Q2 2026, an estimated $25.1K.
  • iShares Global REIT ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #461 holding.
  • Betterment LLC first reported a position in iShares Global REIT ETF in Q1 2021 and has held it in 18 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.